DUSLX vs. VOO
Compare and contrast key facts about DFA U.S. Large Cap Growth Portfolio (DUSLX) and Vanguard S&P 500 ETF (VOO).
DUSLX is managed by Dimensional Fund Advisors LP. It was launched on Dec 20, 2012. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DUSLX or VOO.
Correlation
The correlation between DUSLX and VOO is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DUSLX vs. VOO - Performance Comparison
Key characteristics
DUSLX:
0.38
VOO:
0.32
DUSLX:
0.66
VOO:
0.57
DUSLX:
1.09
VOO:
1.08
DUSLX:
0.38
VOO:
0.32
DUSLX:
1.64
VOO:
1.42
DUSLX:
4.18%
VOO:
4.19%
DUSLX:
18.03%
VOO:
18.73%
DUSLX:
-30.86%
VOO:
-33.99%
DUSLX:
-13.01%
VOO:
-13.85%
Returns By Period
In the year-to-date period, DUSLX achieves a -7.43% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, DUSLX has underperformed VOO with an annualized return of 10.67%, while VOO has yielded a comparatively higher 11.64% annualized return.
DUSLX
-7.43%
-4.95%
-8.92%
7.70%
12.05%
10.67%
VOO
-9.88%
-5.88%
-9.00%
6.61%
14.69%
11.64%
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DUSLX vs. VOO - Expense Ratio Comparison
DUSLX has a 0.18% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DUSLX vs. VOO — Risk-Adjusted Performance Rank
DUSLX
VOO
DUSLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Large Cap Growth Portfolio (DUSLX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DUSLX vs. VOO - Dividend Comparison
DUSLX's dividend yield for the trailing twelve months is around 1.10%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUSLX DFA U.S. Large Cap Growth Portfolio | 1.10% | 1.01% | 1.27% | 1.52% | 1.10% | 1.43% | 1.53% | 1.90% | 1.50% | 1.72% | 1.75% | 1.49% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DUSLX vs. VOO - Drawdown Comparison
The maximum DUSLX drawdown since its inception was -30.86%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DUSLX and VOO. For additional features, visit the drawdowns tool.
Volatility
DUSLX vs. VOO - Volatility Comparison
The current volatility for DFA U.S. Large Cap Growth Portfolio (DUSLX) is 12.59%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that DUSLX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.